DFNM icon

Dimensional National Municipal Bond ETF

58 hedge funds and large institutions have $139M invested in Dimensional National Municipal Bond ETF in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+30
Holders Change %
+107.14%
% of All Funds
0.98%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
16
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Jane Street
1
Jane Street
New York
$34.5M 718,009 +659,723 +1,132%
CWR
2
Chico Wealth RIA
California
$18.8M 391,531 +71,912 +22%
RRC
3
Relaxing Retirement Coach
Massachusetts
$10.8M 225,669 +35,450 +19%
RCA
4
Resonant Capital Advisors
Wisconsin
$10M 208,277 +26,965 +15%
LPL Financial
5
LPL Financial
California
$7.53M 156,585 +156,585 New
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$7.23M 150,358 +134,548 +851%
PWM
7
PBMares Wealth Management
Virginia
$4.73M 98,427 +98,427 New
DPI
8
Diversified Portfolios Inc
Michigan
$4.17M 86,654 +51,711 +148%
AC
9
Apella Capital
Connecticut
$3.64M 75,708 +75,708 New
CFO
10
Collective Family Office
Pennsylvania
$3.54M 73,690 +52,142 +242%
CL
11
CPWM LLC
Washington
$3.07M 63,875 +63,875 New
LCM
12
Liberty Capital Management
Michigan
$2.28M 47,396 +47,396 New
PAG
13
Private Advisor Group
New Jersey
$2.03M 42,289 +42,289 New
MG
14
Mather Group
Illinois
$1.9M 39,470 +39,470 New
AssetMark Inc
15
AssetMark Inc
California
$1.83M 38,021 +38,021 New
PFM
16
Phillips Financial Management
Indiana
$1.81M 37,607 +37,607 New
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$1.75M 36,363 +17,150 +89%
LWMNY
18
Landmark Wealth Management (New York)
New York
$1.7M 35,309 -52,191 -60%
PAS
19
Park Avenue Securities
New York
$1.13M 23,489 +23,489 New
FOA
20
Five Oceans Advisors
California
$1.13M 23,433 +23,433 New
WFA
21
Websterrogers Financial Advisors
South Carolina
$1.05M 21,793 -83,170 -79%
SWM
22
Soundmark Wealth Management
Washington
$889K 18,490 +18,490 New
RWM
23
Rockwood Wealth Management
Pennsylvania
$854K 17,766 +17,766 New
MWM
24
Mattern Wealth Management
Kansas
$853K 17,744 +13,528 +321%
PFO
25
Pathstone Family Office
New Jersey
$768K 15,969 +15,969 New